Managing Multiple Visits for One Job

Often one job will require multiple visits. Here's how to manage multiple visit jobs in FieldInsight

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Written by Scheduleflow Help Updated over a week ago

If one job requires multiple visits, keep the status as 'Incomplete' so that you can add time logs.

Adding Time and Products

Time can be added to jobs using the Actual Timesheet feature in the mobile app, or on the desktop version of the app. Use the 'Hours & Products' section of the job to add service items (hours worked) and products.

Add service items (hours) and / or products inside the FieldInsight mobile app.

PRO TIP: To find out how to use Actual Timesheet to add multiple visits to one job, click here.

Creating the Invoice

When the invoice is created for the job all visits will be calculated with tax and totaled. If you've finished a job that required multiple visits, you may want to change the status to 'Completed'. This lets the team know the job is finished.